Introducing the FreeAgent practice dashboard

You’ve got many clients but you only need one practice dashboard. It’s a one-stop-shop for your
clients’ accounts!

Receive real-time automatic alerts

Customised alerts flag potential issues and deadlines from your clients' books. You can click straight
into that transaction in your client’s records and investigate now rather than waiting until year end.

Single login to your clients' accounts

Drill down from your practice dashboard to an individual clients' books for more detail and to see the
same overview your clients do. You can quickly hop from one client’s records to another, saving you a
great deal of time and effort.

Control your clients' access

With FreeAgent you can set permission levels that work for each client. Eight customisable permission
levels mean you can manage your clients access to features such as filing, journals and banking and stay in
control of how much autonomy they have over their books.

Easy collaboration with your clients in real time

Hosted in the cloud, FreeAgent makes it easy for your
clients to share everything with you and collaborate in real time, really making the most of your expertise.

“FreeAgent lets our clients do the bulk of their bookkeeping with only modest supervision from
us. It means we can spend our time ensuring they make the best choices for their business.”

Chris Maslin, Maslins

"Maslins can easily access all my information in FreeAgent. I can't imagine working with my
accountant any other way."

Steph Gray, Helpful Technology & Social Simulator

"FreeAgent makes it so easy for me to keep my accounts up to date, so Maslins has more time to give me
valuable advice and support."

Julie Copestake, Mirror Image Photography

"With FreeAgent, I can work really effectively with my accountant even though we're based 250 miles
apart- it’s just brilliant."

Mike Carter, Mikos Development

We just need a few details.

...so we can set up your practice dashboard and you can start your 14-day free trial